Since our earliest days when we were still known as the Initiative, monthly online events have played a vital role in the Institute for Financial Wellbeingâs offering for members, providing a space to listen, discuss and progress the understanding of the tenets of financial wellbeing and the tools that can be implemented to enhance client interactions.
The first of these events each month is the Roundtable discussion (held usually on the first Thursday of every month), when a topic is introduced by an expert before your host opens the discussion. The host helps maintain focus on the topic and ensures everyone gets their say, while sharing their own impressions and insights.
In November 2021, Funmi Olufunwa took on the role of IFW Roundtable host, and has ensured these sessions earn their popularity, and that attendees emerged buzzing with ideas and with heads full of useful information to put into practice.
After more than two years in this role, Funmi has chosen to step down, and Thursday 1st February will be the final Roundtable with Funmi as your monthly host.
We are grateful to Funmi for all her efforts, for her excellent recommendations for speakers, for demonstrating to guest speakers that theyâre in safe hands and for always bringing a smile to these thought-provoking sessions. Funmiâs enthusiasm and boundless energy has ensured the success of these events for our members and guests. Thank you, Funmi!
Looking forward, we will have three hosts, taking the helm in rotation on the following dates:
- 7th March: Hosted by Kate Shaw, financial author Emma Waller will introduce the discussion topic âAddress your clientsâ money fears.â Book here
- 11th April: Hosted by Emily Pool, Lesley Thomas of The Money Confidence Academy will introduce the discussion topic ‘Why money mindset matters.’ Book here
- 2nd May: Hosted by Barra Gorman, Olga Miler of Smartpurse will introduce the discussion topic: âHow to build client trust through inclusivity.â
If you would like to join our esteemed panel of Roundtable hosts, please let me know.
Happily, Funmi remains a member of the IFW and is currently supporting me as we reach out to likeminded organisations and charities. This is an important part of us tightening our focus on the IFWâs Mission and Purpose to educate, empower and support people of all ages in every community to feel safe and confident around money by creating a space for conversation, collaboration and positive change.
Funmiâs final IFW Roundtable as the monthly host is at 11am on 1st February, when Dennis Harhalakis, Certified Money Coach and the founder of Cambridge Money Coaching, will introduce the discussion topic âHelp clients to drive their own money narrative.â
In the meantime, I hope youâll join us in thanking Funmi for bringing her dedication and passion to the Roundtable host role.
Find out more about the next stage of our strategy.
